Group 1 - The core viewpoint of the news is that Hekang New Energy is forecasting a significant increase in net profit for 2025, projecting between 50 million to 75 million yuan, which represents a year-on-year growth of 385.62% to 628.43% [1] - The growth in performance is attributed to the company's increased focus on the photovoltaic EPC business, leading to rapid revenue and profit growth [1] - The company is also investing in product research and development, particularly in household energy storage, and is expanding its overseas sales network, although this segment is still in the cultivation stage [1] - Non-recurring gains are expected to contribute approximately 50 million yuan to the net profit [1] Group 2 - Midea Group's chairman emphasized the acceleration of energy business expansion in 2025, highlighting the delivery of Hekang New Energy's self-developed household storage systems in both domestic and international markets [2] - The distributed photovoltaic installation capacity is expected to grow, with Kelu Electronics achieving product iterations and scale shipments in major markets including North America, Europe, and Southeast Asia [2] - The company aims to maintain a rapid development pace in its energy storage business in 2026 [2]

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]

Group 1: ETF Market - The total market size of ETFs has decreased to 5.93 trillion yuan, down from 6.24 trillion yuan [1] - The scale of the CSI A500 ETF has dropped below 300 billion yuan, currently at 285.98 billion yuan, with 8 out of 40 ETFs having a scale of over 10 billion yuan [1] Group 2: Investment Outlook - Bridgewater Associates remains optimistic about the Chinese stock market, projecting a 45% return for its onshore hedge fund in 2025, marking the best performance in five years [1] - The All Weather Plus fund of Bridgewater saw a 9.1% increase in Q4, with an annual return of 44.5%, compared to an 18% rise in the benchmark CSI 300 index [1] Group 3: Energy Storage Market - GGII forecasts that global household energy storage system shipments will reach approximately 35 GWh in 2025, representing a nearly 50% year-on-year growth [2] - The market concentration for household storage systems is significant, with Germany, the US, Australia, and Japan accounting for 57% of the total global installation [2] Group 4: Film Industry - China's film industry chain is projected to reach a value of 817.26 billion yuan in 2025, with a box office multiplier of approximately 1:15.77, ranking among the top globally [3] Group 5: Commercial Aerospace - In 2025, China's commercial aerospace sector is expected to complete 50 launches, accounting for 54% of the total national space launches, with 311 commercial satellites successfully placed into orbit [3] Group 6: Strategic Partnerships - Lianlong has signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricating oil additive supply chain in China and the Asia-Pacific region [8] Group 7: Financial Performance Forecasts - Limin Co. anticipates a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [11] - Guanghui Energy expects a net profit of 1.32 billion to 1.47 billion yuan for 2025, indicating a decline of 50.03% to 55.13% year-on-year [12] - Jiajiayue forecasts a net profit of 198 million to 228 million yuan for 2025, reflecting a growth of 50.06% to 72.79% year-on-year [13] - Xianghe Industrial projects a net profit of 120 million to 148 million yuan for 2025, showing an increase of 59.17% to 96.31% year-on-year [14] - Baiao Intelligent expects a net profit of 90 million to 120 million yuan for 2025, indicating a growth of 228.34% to 337.79% year-on-year [15] - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan for 2025, representing a year-on-year increase of 385.62% to 628.43% [16]

资金面上，该股今日主力资金净流出1813.83万元，近5日资金净流出1485.00万元。最新（1月20日）两 融余额3.12亿元，其中，融资余额3.11亿元，环比前一交易日下降1.54%，近5日融资余额累计下降 9.52%。（数据宝） 合康新能（300048）1月21日发布2025年业绩预增公告，预计实现净利润为5000.00万元~7500.00万元， 净利润同比增长385.62%~628.43%。 （文章来源：证券时报网） 证券时报·数据宝统计显示，合康新能今日收于7.22元，上涨1.69%，日换手率为5.51%，成交额为4.43亿 元，近5日上涨6.33%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股价 上涨的占比63.79%，股价发布当日股价涨停的有7家。预告发布后5日股价上涨的占比76.72%。 ...

人民财讯1月21日电，合康新能（300048）1月21日披露业绩预告，预计2025年归母净利润5000万元— 7500万元，同比增长385.62%—628.43%；扣非净利润同比预增4.75%—57.13%。报告期内，公司光伏 EPC业务实现快速增长，营业收入及利润攀升；户储业务持续加大研发投入，加速拓展海外销售网络。 2025年公司非经常性损益对净利润的影响金额约为5000万元。 ...

格隆汇1月21日丨合康新能(300048.SZ)公布，预计2025年归属于上市公司股东的净利润5,000万元～ 7,500万元，比上年同期增长385.62%～628.43%，扣除非经常性损益后的净利润800万元～1,200万元， 比上年同期增长4.75%～57.13%。 1、报告期内，公司依托自身资源积淀与行业经验，加大光伏EPC业务布局与市场拓展，推动该业务实 现快速增长，营业收入及利润攀升。2、报告期内，户储业务仍处于培育阶段，公司聚焦产品研发与市 场能力建设，持续加大户储业务研发投入，加速拓展海外销售网络。3、公司2025年的非经常性损益对 净利润的影响金额约为5,000万元。 ...

每经AI快讯，1月21日，合康新能(300048.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利 润为5,000万元~7,500万元，比上年同期增长385.62%~628.43%。报告期内，公司依托自身资源积淀与行 业经验，加大光伏EPC业务布局与市场拓展，推动该业务实现快速增长，营业收入及利润攀升。报告期 内，户储业务仍处于培育阶段，公司聚焦产品研发与市场能力建设，持续加大户储业务研发投入，加速 拓展海外销售网络。公司2025年的非经常性损益对净利润的影响金额约为5,000万元。 ...

2025 年度业绩预告 证券代码：300048 证券简称：合康新能 编号：2026－006 北京合康新能科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 二、与会计师事务所沟通情况 公司就本期业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师 事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 2025 年，面对复杂严峻的外部环境和光伏行业新政的挑战，公司坚持聚焦 绿色能源解决方案、户用储能及光伏并网逆变器、高压变频器三大主营业务，积 极把握市场机会，快速发展业务规模，提升公司整体经营质量，实现归属于上市 公司股东的净利润同比上涨，业绩变动的主要原因如下： 1、报告期内，公司依托自身资源积淀与行业经验，加大光伏 EPC 业务布局 与市场拓展，推动该业务实现快速增长，营业收入及利润攀升。 1 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 以区间数进行业绩预告的情况表： 单位：万元 | 项 ...

合康新能公告，预计2025年度净利润为5000万元到7500万元，同比增长385.62%到628.43%。2025年， 面对复杂严峻的外部环境和光伏行业新政的挑战，公司坚持聚焦绿色能源解决方案、户用储能及光伏并 网逆变器、高压变频器三大主营业务，积极把握市场机会，快速发展业务规模，提升公司整体经营质 量，实现归属于上市公司股东的净利润同比上涨。 ...

关于公司 2025 年限制性股票激励计划内幕信息知情人及激励对象 买卖公司股票情况的自查报告 证券代码：300048 证券简称：合康新能 编号：2026－005 北京合康新能科技股份有限公司 关于公司 2025 年限制性股票激励计划内幕信息知情人及激励对象 买卖公司股票情况的自查报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 12 月 29 日，北京合康新能科技股份有限公司（以下简称"公司"或"合 康新能"）召开第六届董事会第二十六次会议，审议通过了《关于<北京合康新能 科技股份有限公司 2025 年限制性股票激励计划（草案）>及其摘要的议案》《关 于<北京合康新能科技股份有限公司 2025 年限制性股票激励计划实施考核管理 办法>的议案》《关于提请股东会授权董事会办理限制性股票激励相关事宜的议 案》，并于 12 月 30 日在中国证监会指定的创业板信息披露网站巨潮资讯网披露 了相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深圳 证券交易所创业板股票上市规则》（以下简称"《上市规则》"）《深圳证券交 易所创业板 ...